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Linn Co, LLC Message Board

b1g_brothr 63 posts  |  Last Activity: Jan 27, 2015 11:29 AM Member since: Jan 28, 1999
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  • Headlines
    Lakeland Industries Provides Update on Business Activity Relating to Ebola CrisisCNW Group(Wed 4:19PM EDT)
    Lakeland Industries Provides Update on Business Activity Relating to Ebola CrisisPR Newswire(Wed 4:19PM EDT)
    Lakeland Industries Completes $11.1 Million Private PlacementPR Newswire(Wed 4:14PM EDT)
    Ebola Stocks are the New and Improved VIXAccesswire(Tue, Oct 28)
    Ebola Response Suits in Short Supply Amid DemandBloomberg(Mon, Oct 27)
    These Ebola Stocks are In Play This WeekAccesswire(Mon, Oct 27)

  • Cardiovascular Systems Inc. (CSII) fiscal 1Q15 revenue of $41.3m grew 39% and beat consensus estimates by $1.2m. This was the fourth consecutive quarter that sales growth accelerated, driven by peripheral growth of 20%. Coronary sales contributed $5m to the quarter which was in-line with company guidance. Peripheral growth was driven entirely by below-the-knee (BTK) procedures, which comprised 60% of CSII’s peripheral business and grew in the 40% range. Revenue from the low profile 1.25mm crown device grew 53% y/y and comprised 45% of peripheral sales in Q3 (vs 35% in Q3 last year). This is a unique offering that is expanding the BTK market.
    Big discount to peers
    CSII is trading at 3.9x consensus 2015 sales which is an enormous 25-35% discount to peers despite better growth. The market clearly anticipates a real slowdown in our view. We think the concern may be about new competition in 2015, but we note that 100% of CSII's growth is BTK where there is no good competition coming, and regarding above the knee we think the CSII device is the best suited to be used with drug coated balloons in highly calcified lesions. We actually see the potential for growth acceleration above the knee (SFA) if the concept of DEB and atherectomy takes off. New data at VIVA next week may help drive this concept. As DEB’s gain traction in the vascular space, we see atherectomy becoming a more important product offering. We reiterate our Buy rating.
    Ave Analyst Rating 1.3
    Gross margins improved in Q1
    Fiscal Q1 gross margins improved to 78.5% in Q1 which was ahead of guidance of 77.5-78% and represented a150bps sequential improvement. CSII attributed the increase to mix and a higher average selling price for its coronary device as well as a $100 year-over-year improvement in ASP’s for its peripheral device. Additionally, manufacturing and design efficiencies helped bring down per-unit device costs in the quarter. Going forward, CSII expects gross margins to remain in the upper 70’s and

  • Vipshop currently trades at 47.5 times forward earnings. Not a cheap stock. It closed at $229.29 on Friday.

    Vipshop ramped up strongly last week as its third-quarter earnings draw near. This stock “mainly trades on growth trends, and to a lesser extent on profits, as long as margins hold up,” wrote Arete analysts.

    According to Factset, the street expects Vipshop to grow its top line by 128% in the third-quarter to $871 million, above the company guidance of $850-860 million. Expectation is high.

    Vipshop will report earnings next Tuesday.
    Any guesses?

  • b1g_brothr b1g_brothr Nov 4, 2014 8:06 AM Flag

    Alibaba Group Holding, posted net profit well below estimates even as revenues rose in the Chinese e-commerce giant's first quarterly report to Wall Street since its record-setting $25 billion listing.

    The profit miss was due to share-based compensation expenses and an increase in amortisation of intangible assets, the company said.

    Net income attributable to shareholders fell 38.6 percent year on year to $494 million in its second quarter to Sept. 30, underperforming analyst estimates of $1.17 billion, according to a Thomson Reuters SmartEstimate poll of 21 analysts.

    Revenue for the quarter rose 53.7 percent to 16.83 billion yuan ($2.75 billion), above expected sales of $2.7 billion. Mobile revenue was more than ten times higher than in the same period last year. Diluted earnings per share were $0.20

    I would buy more if it dips below $100

  • b1g_brothr by b1g_brothr Nov 4, 2014 10:39 AM Flag

    No one tracking the outbreak is close to declaring the deadly hemorrhagic disease vanquished, and all are wary that the virus, which has receded at times over the past seven months, could suddenly flare again in this impoverished country, the epicenter of the West African Ebola catastrophe.

    But five days after the World Health Organization said new infections were declining in Liberia, a 157-bed treatment center in the city of Foya, where the epidemic began seven months ago, held no patients Monday, according to a nurse there. The same facility received no new admissions last Wednesday, the most recent day for which government statistics were available.

  • Russia has failed to show up at a meeting planning the 2016 Nuclear Security Summit, U.S and European officials said Monday, in a potentially serious blow to efforts by President Barack Obama to cement his legacy as leaving the world safer from nuclear terrorism than when he took office.

    The officials said it was not immediately clear whether Russia's absence meant that Moscow meant to boycott the summit itself or if it was a temporary show of displeasure over Washington's harsh condemnation of Moscow's role in Ukraine unrest and its lead in orchestrating Western sanctions and other punitive measures in response.

    But even if short-term, Russia's no-show is significant. Only three or four planning meetings are scheduled before the spring of 2016, when the summit is tentatively set to open. With Russia a key global player — and one of the world's five formally recognized nuclear powers — its input is crucial to setting an agenda.

    The U.S. president initiated a string of summits in 2010 aimed at preventing terrorists from getting their hands on weapons-grade nuclear material. Since then, the number of countries that have enough material to build a nuclear weapon has fallen from 39 to 25.

    At the last summit this year in The Hague, 35 countries pledged to turn international guidelines on nuclear security into national laws and open up their procedures for protecting nuclear installations to independent scrutiny. The summit also featured new reduction commitments, with Japan, Italy and Belgium agreeing to cut their stocks of highly enriched uranium and plutonium.

    At the same time, there were setbacks. Russia was notably absent from the 35-nation agreement, along with China, India and Pakistan, all nations with nuclear weapons.

    The officials, who demanded anonymity because their information was confidential, said that with the exception of Russia, all of the 54 countries that participated in this year's March summit attended the preparatory meeting in Washington.

  • Maybe we'll get a less crazy National Energy Policy which supports oil and gas production.

  • I really like SWKS. It guided revenues next qtr $770 mill vs analyst estimates of $718 mill

  • From IBD
    Among the potential big winners in Tuesday's midterm elections were medical-device stocks.
    The ObamaCare law slapped the group with a 2.3% excise tax, which went into effect last year.
    While a repeal of the tax isn't likely to be as popular as Thomas Jefferson's repeal of the whiskey excise tax in 1802, a repeal has broad political support.
    Last year, in a nonbinding Senate vote, 34 Democrats and 45 Republicans voted to repeal the tax, saying it's a tax on innovation. But the Democratic leadership made sure the measure never came up for a binding vote.
    Tuesday's Republican tsunami made a floor vote and passage likely, though it could draw President Obama's veto.

  • b1g_brothr b1g_brothr Nov 7, 2014 1:18 PM Flag

    You could also attribute it to Harry Reid's demotion. Reid was the most anti-nuclear member of Congress and single handedly halted the Yucca Mountain Project.

    Republicans, in general, are far more pro-energy than Democrats and John Boehner has long been a champion of the ACP. Without Reid to stymy his efforts, Boehner is now in a better position to help.

    Of course, Obama still has his veto.

  • Forbes Magazine
    Because nuclear energy has no constituency. There’s no West Virginia like there is for coal, no Texas like there is for oil, no Pennsylvania like there is for natural gas, no national environmental movement like there is for wind and solar. Nuclear has always been a national asset, and now it’s suffering from hostile regional forces.

    There isn’t even much of an industry for nuclear since it requires so few people and infrastructure to produce so much energy. With a pound of nuclear fuel producing the same energy as 11 million pounds of coal, there just isn’t the same effect in manpower or geography.

    With few exceptions, the local towns around nuclear plants really like nuclear, but they don’t amount to many people and don’t have any political clout. The workers and scientists don’t amount to many people. Totaling up all their numbers across the country doesn’t even rate them a single Senator.

    But twenty-one states have smaller populations than the fossil fuel industry has workers.

    Also, not much new has happened in nuclear since its inception that would keep nuclear on everyone’s mind. Nuclear has tooled along for 40 years, unobtrusively producing 20% of our energy and over 60% of our low-carbon electricity, decades before low-carbon was trendy. Nuclear’s quiet production, and even quieter best-safety-record-of-any-industry, never got translated to the public, who only had doom and gloom input from ideological groups.

  • The market has it way wrong today. DNDN was a competitor of MDVN and it just bit the dust. This improves MDVN's prospects!

  • b1g_brothr by b1g_brothr Nov 12, 2014 10:24 AM Flag

    Time to be contrarian bullish on S&P 500 Energy
    Based on the intensity of down volume (selling) relative to up volume (buying), the
    Energy sector hit capitulation levels in mid-October not seen since the 2002 low.
    What is also interesting is that investors capitulated right at chart and uptrend
    support, which converge at 600-590 on S&P 500 Energy. We are not ruling a retest
    or undercut of the mid-October low at 571 for S&P 500 Energy but downside volume
    capitulation off key support suggests that the worst is over for the sector. Energy is
    poised to build a base and head higher. This echoes the views from our
    Fundamental equity analysts highlighted in US Oil and Gas: Stress tests part 2:
    increasing conviction the bottom is in 11 November 2014.
    WTI Crude Oil set up for a bullish reversal & rally
    MacNeil Curry’s Liquid Technical Edge: 10 November 2014 highlighted the potential
    for a bullish turn for WTI Crude Oil. Sentiment (Market Vane's Bullish Consensus)
    and momentum (RSI) are both are at multiyear extremes from which bullish turns
    have transpired. Although we see near term downside on WTI Crude Oil to as low
    as 75.34, we maintain our view that this 4m+ downtrend is in its final stages before
    a larger, medium term base and bullish turn in trend. Above 84.08 would confirm a
    turn in trend back toward the top of the multi-year range at 110-114.

  • Suddenly on Capitol Hill, it's all about Louisiana.

    The two lawmakers locked in the Pelican State's competitive Senate runoff election seized control of the congressional agenda Wednesday by extracting assurances from House and Senate leaders that votes will be held to authorize construction of the Keystone XL pipeline.

    Sen. Mary Landrieu (D-La.) and Rep. Bill Cassidy (R-La.), who will face each other in a Dec. 6 Senate runoff, have championed construction of the pipeline, which would transport oil from tar sands of Canada to the Gulf of Mexico. The project is backed by the oil industry, a major player in Louisiana's economy and politics, and is widely popular among state residents.

    With three weeks of campaigning to go, Landrieu and Cassidy came back to Washington at the start of a lame-duck congressional session that was expected to focus primarily on passing a short-term spending bill, paring down a list of Obama administration nominations and perhaps reaching an agreement to extend some tax breaks.

    But in recent days several Democrats and Republicans have cited authorization of the oil pipeline as a modest proposal that could be used to restore bipartisan cooperation in the fractured Congress. Party leaders agreed, saying it likely would come up early next year in the new Congress.

    Landrieu, however, had other ideas.

    "I don't think we necessarily need to wait until January," she said Wednesday afternoon, shortly after top leaders formally reconvened the Senate.

    She eventually secured an agreement from Democratic and Republican leaders to hold a vote authorizing the pipeline as early as next Tuesday.

  • Officials from Russia and Iran signed a contract Tuesday to build two nuclear reactors at Bushehr, the site of the first Russian-built nuclear plant in the country, and an accord that allows for the possibility of building six more in the future.

    The additional construction work would include two more reactors at Bushehr and four more at other locations, which were not specified.

    Agreements also call for Russia to supply uranium fuel for the power plants and to ship the spent fuel back to Russia for processing, The Washington Post said.

    The deals were announced two weeks before the Nov. 24 deadline for Iran to agree with six world powers to ensure its nuclear programs are not capable of creating nuclear weapons. The return of spent fuel to Russia is a critical component of that discussion.

    Russian News Agency Itar-TASS said construction of two 1000 MWt reactors was expected to begin in March 2015.

    Iran has said it had ambitions to build power plants with a total capacity of 20,000 MWts.

    The deals were signed Tuesday by Sergei Kiriyenko, the head of Russia’s Rosatom state corporation, and Iran’s nuclear chief Ali Akbar Salehi, the head of the Atomic Energy Organization of Iran – AEOI.

    The agreements call for the International Atomic Energy Agency to monitor construction, according to media reports.

  • b1g_brothr by b1g_brothr Nov 18, 2014 4:26 PM Flag

    Analysts expected $.07 per Yahoo
    VIPS reported $.08 (unaudited)
    Let's hope there wasn't some BS "whisper number"

    The other highlights were VERY impressive!
    I#$%$ buy any dip.

  • Reply to


    by richheide61 Nov 18, 2014 6:48 PM
    b1g_brothr b1g_brothr Nov 20, 2014 10:52 AM Flag

    Centrus is a news-driven stock and the management appears to have imposed a news blackout on the company while they are undergoing he transition. The tendency is for the stock price to drift down and then pop sharply on good news.

    The Republican Congress takes over in January and they are a lot more pro-nuclear then the Pelosi-Reid Congress. Centrus may get some very good news early next year.

  • November 18th 2014 @ 2am
    In a public hearing at Waverly Schools, an audience of about 150 heard the preferred plan.

    It calls for demolishing most of the Cold War-era facility starting in 2015, and recycling or burying most of what is not too toxic on the site. The new landfill would include digging up and relocating existing landfills as well as subsoil pollution.

    About 1,000 acres of the 1954 uranium enrichment plant will be reduced to about 100 acres of landfill.

    While many local leaders supported the plan, some expressed concerns that language barring outside radioactive waste needs to be tightened.

    Others criticized the neglect of contaminated workers, underestimation of radioactive waste, bad track records at other similar demolitions...and future use of the site.

    Jeff Wagner of the decomission contractor Fluor-B&W said that public information can be found on their website and at public libraries. Documents can also be found on a Department of Energy website.

    Comments must be submitted by January 10th.

    Kevin Coleman regularly reports on Chillicothe & Circleville councils and local culture

  • The People's Bank of China cut its benchmark interest rates Friday for the first time in more than two years on Friday to lower borrowing costs and lift a cooling economy back on track. The one-year benchmark lending rate has been trimmed by 40 basis points to 5.6 percent.One-year benchmark deposit rates would be lowered by 25 basis points, the PBOC announced, adding that the reductions would be effective on November 22.

  • Reply to

    Just for everyone's information

    by bacon2bacon Nov 21, 2014 11:59 AM
    b1g_brothr b1g_brothr Nov 21, 2014 12:16 PM Flag

    With NYMT currently 2% below the SPO price, this is probably a buying opportunity.
    On the downside, it still is considerably above book value, using the most recent numbers I could find.
    AGNC is still 10% below BV

9.85-0.09(-0.91%)11:50 AMEST

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